Diversification Planning

Equity-based compensation plans can be a tremendous tool for accumulating wealth; but the tax issues can create unique and difficult challenges. Andersen Tax has extensive experience dealing with the issues necessary to preserve value created in equity-based compensation plans. We understand the complexities involved in the decisions related to the exercise of both qualified and non-qualified stock options, as well as restricted stock plans and other forms of equity-based compensation. Further, we are able to analyze alternatives in conjunction with other components of our clients’ overall financial situations to help them make optimal decisions.